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Wealth & Pension Services Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Wealth & Pension Services Group’s Portfolio FXO Stock Details FXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$349K Buy
10,966
+32
+0.3% +$1.01K 0.25% 89
2019
Q2 		$346K Buy
+10,934
New +$341K 0.25% 87

Other funds holding FXO

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Wealth & Pension Services Group's FXO Position: Q3 2019 in Review

Wealth & Pension Services Group increased its First Trust Financials AlphaDEX Fund (FXO) stake by 0.29% in Q3 2019, buying an estimated $1.01K and bringing the position to 10,966 shares worth $349K. The position accounts for 0.25% of the portfolio, ranked #89.

Wealth & Pension Services Group first reported a position in FXO in Q2 2019 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold FXO as of Q3 2019.

  • Wealth & Pension Services Group held 10,966 shares of First Trust Financials AlphaDEX Fund worth $349K as of Q3 2019.
  • Wealth & Pension Services Group bought 32 First Trust Financials AlphaDEX Fund shares in Q3 2019, an estimated $1.01K.
  • First Trust Financials AlphaDEX Fund made up 0.25% of Wealth & Pension Services Group's portfolio in Q3 2019, its #89 holding.
  • Wealth & Pension Services Group first reported a position in First Trust Financials AlphaDEX Fund in Q2 2019 and has held it in 2 quarters since.
  • 155 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.